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with @DarenMatsuoka @rhhackett
Today we've got a midyear market update and news episode for you.
At the end of last year, our guest — and resident data weatherman — Daren Matsuoka put out a post on "5 metrics to watch in 2025." Most of the metrics that Daren picked measure how crypto's adoption: from mobile wallet usage and onchain transaction fees to volume across stablecoins, decentralized exchanges (or DEXs), and exchange traded-products. Now that we're about midway through 2025, it's a great time for an update.
Timestamps:
(0:00) Introduction
(2:27) Chart 1: Monthly Mobile Wallet Users
(6:16) Chart 2: Adjusted Stablecoin Transaction Volume
(10:01) Chart 3: ETF Net Flows for Bitcoin and Ethereum
(13:30) Chart 4: Decentralized vs Centralized Exchange Volume
(15:50) Chart 5: Total Transaction Fees
(21:46) Emerging Metrics and Industry Insights
(25:07) Recent Industry News and Developments
(27:13) Conclusion
Relevant news:
If you enjoyed this episode, stay tuned for our annual big State of Crypto Report, which we'll drop in the fall. If you want more from Daren, you can follow him @DarenMatsuoka on X or visit a16zcrypto.com to read his posts, including the one we talked about today.
***
As a reminder, none of the content should be taken as investment, business, legal, or tax advice; please see a16z.com/disclosures for more important information, including a link to a list of our investments.
4.6
5656 ratings
with @DarenMatsuoka @rhhackett
Today we've got a midyear market update and news episode for you.
At the end of last year, our guest — and resident data weatherman — Daren Matsuoka put out a post on "5 metrics to watch in 2025." Most of the metrics that Daren picked measure how crypto's adoption: from mobile wallet usage and onchain transaction fees to volume across stablecoins, decentralized exchanges (or DEXs), and exchange traded-products. Now that we're about midway through 2025, it's a great time for an update.
Timestamps:
(0:00) Introduction
(2:27) Chart 1: Monthly Mobile Wallet Users
(6:16) Chart 2: Adjusted Stablecoin Transaction Volume
(10:01) Chart 3: ETF Net Flows for Bitcoin and Ethereum
(13:30) Chart 4: Decentralized vs Centralized Exchange Volume
(15:50) Chart 5: Total Transaction Fees
(21:46) Emerging Metrics and Industry Insights
(25:07) Recent Industry News and Developments
(27:13) Conclusion
Relevant news:
If you enjoyed this episode, stay tuned for our annual big State of Crypto Report, which we'll drop in the fall. If you want more from Daren, you can follow him @DarenMatsuoka on X or visit a16zcrypto.com to read his posts, including the one we talked about today.
***
As a reminder, none of the content should be taken as investment, business, legal, or tax advice; please see a16z.com/disclosures for more important information, including a link to a list of our investments.
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